Resumo:
This work deals with project management applied to built heritage and aims to propose a protocol based on the integration of technologies associated with Heritage Building Information Modeling - HBIM and guided by the ISO 19650 series guidelines, agile methodology and PMBOK® good practices. The research employs the Design Science Research (DSR) method, which combines scientific investigation with practical applicability, structuring the development of the central artifact and resulting in the creation of the ProPatrimônio protocol as a solution to the specific challenges of conserving and restoring historical buildings. The study builds on a theoretical and practical analysis that bridges the fields of architectural design, project management, and technological innovations in Construction 4.0, integrating concepts such as information requirements, agile management, and process flows tailored to heritage preservation. The protocol was validated through a multidisciplinary focus group session, comprising experts from various sectors and areas within the cultural heritage preservation field. The results were analyzed using tools such as PEST Analysis and SWOT Matrix, allowing for adjustments and improvements to the protocol based on participants’ contributions. ProPatrimônio is presented as an artifact structured around four fundamental pillars: policies, people, processes, and technologies, offering a systematic approach to project management in built heritage. The appendices supplement the study with materials detailing the methodological steps, the dynamics conducted, and the final protocol document, consolidating it as a strategic tool for heritage interventions.